HSBC is seeking a Wealth Manager to support high-value premier customers by providing comprehensive financial advice and tailored wealth management solutions. The ideal candidate will be a people-oriented professional with strong financial expertise, capable of building meaningful client relationships and delivering holistic financial planning services.
As a Wealth Manager, you will manage a portfolio of high-value premier customers, acting as a trusted advisor who provides comprehensive financial guidance through key life events such as investment planning, home buying, retirement preparation, and family financial protection. Your primary responsibilities include conducting in-depth financial reviews, identifying customer needs, and delivering personalized wealth management strategies.
The role requires holding relevant Level 4 financial qualifications (Dip CII, CISI, or equivalent), current Statement of Professional Standing, and previous experience in financial advice. Candidates should have worked as a Wealth Adviser, Independent Financial Advisor, or Financial Planning Manager with experience in retail banking, relationship management, and front-office environments. Strong communication skills, a growth mindset, and the ability to provide needs-based financial solutions are critical.
HSBC offers exceptional career growth, including opportunities for personal development, a supportive professional network, comprehensive training, and international career potential. Benefits include flex benefits, non-contributory pension, life insurance, employee discounts, share options, annual bonuses, and private medical care. The organization is committed to creating diverse and inclusive workplaces, welcoming candidates from all backgrounds.
